WG

Winton Group Portfolio holdings

AUM $1.96B
1-Year Est. Return 30.2%
This Quarter Est. Return
1 Year Est. Return
+30.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.65B
AUM Growth
-$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,572
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$13.1M
3
+$12.8M
4
NRG icon
NRG Energy
NRG
+$11.8M
5
CHRW icon
C.H. Robinson
CHRW
+$11.5M

Top Sells

1
+$15M
2
+$13.8M
3
+$12.8M
4
SEE icon
Sealed Air
SEE
+$12.7M
5
BK icon
Bank of New York Mellon
BK
+$11.8M

Sector Composition

1 Financials 20.53%
2 Technology 13.35%
3 Consumer Discretionary 12.32%
4 Industrials 11.44%
5 Healthcare 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$943K 0.06%
+21,468
477
$941K 0.06%
1,427
-1,474
478
$941K 0.06%
+19,604
479
$941K 0.06%
32,105
-1,666
480
$939K 0.06%
+10,430
481
$937K 0.06%
45,537
+10,408
482
$936K 0.06%
8,520
+3,815
483
$936K 0.06%
9,266
-4,024
484
$935K 0.06%
39,744
+16,048
485
$933K 0.06%
9,994
-3,139
486
$933K 0.06%
+8,420
487
$930K 0.06%
15,442
+5,511
488
$926K 0.06%
4,528
-1,132
489
$926K 0.06%
+25,894
490
$921K 0.06%
4,926
-2,374
491
$916K 0.06%
+21,057
492
$916K 0.06%
+19,211
493
$907K 0.05%
50,506
+31,431
494
$907K 0.05%
+3,950
495
$901K 0.05%
8,307
+1,371
496
$899K 0.05%
12,498
+4,247
497
$897K 0.05%
+10,887
498
$895K 0.05%
7,869
+1,444
499
$895K 0.05%
57,022
-13,270
500
$894K 0.05%
115,300
-13,252
18 19
20
21 22